New Client Onboarding Specialist
The New Client Onboarding Specialists focus their efforts on creating an excellent experience for Lever1 and Helpside’s new clients. You will coordinate a successful transition to our services by bridging the gap between the sales team and other internal departments. You will work closely to build relationships with client owners and primary contacts to set clear expectations and provide education on our services.Essential Duties and Responsibilities:Own and manage customer relationships from the point of sale through successful implementation.Coordinate with internal teams to ensure each piece of the process meets client expectations.Provide updates informing the client of their progress towards meeting deadlines.Respond quickly to customer emails and calls regarding onboarding processes.Become a Lever1/Helpside expert so you can confidently answer questions from clients and employees throughout the onboarding process.Successfully transfer clients to the HR team after onboarding.Performs additional duties as assigned.Requirements: Excellent project management skills and attention to detailProfessional written and verbal communication skillsStrong analytical and problem-solving skills.Positive and pleasant attitudeBilingual (English/Spanish) preferred Location: In office in Lindon, Utah or remote in Utah, Wyoming, Idaho, Arizona, Missouri, Colorado, Texas, or Tennessee